Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Michael Crawley is a financial advisor registered with LPL Financial LLC. Shaun has been working in the financial services industry for over 20 years and is registered to offer investment advice in Georgia, Florida, North Carolina and other states. Shaun has a strong track record of helping individuals and families reach their financial goals. He provides comprehensive financial planning services including retirement planning, investment management, and insurance. Shaun is also a Certified Financial Planner (CFP®) and a member of the Financial Planning Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
08/01/2014 - Present
LPL Financial LLC (ATLANTA GA)
GA
04/22/2009 - 08/04/2014
CUNA BROKERAGE SERVICES, INC. (ATLANTA GA)
NE
05/28/2003 - 10/11/2005
QA3 FINANCIAL CORP. (OMAHA NE)
NE
12/19/2000 - 05/15/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 04/27/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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